UNITED CAPITAL FINANCIAL ADVISORS, LLC - MOELIS & CO ownership

MOELIS & CO's ticker is MC and the CUSIP is 60786M105. A total of 245 filers reported holding MOELIS & CO in Q3 2022. The put-call ratio across all filers is 2.65 and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of MOELIS & CO
ValueSharesWeighting
Q3 2023$203,627
-0.5%
4,512
-0.0%
0.00%0.0%
Q2 2023$204,619
-14.0%
4,513
-35.8%
0.00%0.0%
Q3 2022$238,000
+10.7%
7,034
+53.9%
0.00%0.0%
Q1 2022$215,000
-23.5%
4,570
+1.6%
0.00%0.0%
Q4 2021$281,000
+1.1%
4,498
+0.1%
0.00%0.0%
Q3 2021$278,000
+8.6%
4,4920.0%0.00%0.0%
Q2 2021$256,000
+3.6%
4,4920.0%0.00%0.0%
Q1 2021$247,0004,4920.00%
Other shareholders
MOELIS & CO shareholders Q3 2022
NameSharesValueWeighting ↓
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,116,401$244,662,0001.69%
CNA FINANCIAL CORP 218,337$7,506,0001.62%
WINSLOW ASSET MANAGEMENT INC 201,428$6,925,0001.61%
Pier Capital, LLC 182,357$6,269,0001.24%
EMERALD ADVISERS, LLC 538,792$18,524,0000.91%
EMERALD MUTUAL FUND ADVISERS TRUST 504,203$17,334,0000.81%
PARK CIRCLE Co 25,376$872,0000.71%
Capital Impact Advisors, LLC 46,608$1,602,0000.68%
American Financial Network Advisory Services LLC 19,309$664,0000.47%
MALTESE CAPITAL MANAGEMENT LLC 155,000$5,329,0000.44%
View complete list of MOELIS & CO shareholders